The transition of 2,600 advisors and more than $50 billion in assets is expected to take more than a year and increase LPL’s earnings by $60 million

David Canter will transition to a senior strategic advisor role, while Bluespring conducts a search for a new president.

For some, a good challenge and a good time beat the deathly drone of sponsored sales pitches disguised as educational sessions.

The financial services firm brought a benchmark-sized deal of senior unsecured notes Tuesday.

The company has faced scrutiny from investors in recent months, particularly regarding unrealized losses from securities held on bank balance sheets. 

The new tool uses an API integration from OpenAI, the creator of text-based chatbot ChatGPT and image generator DALL-E.

And how it could affect advisors.